Our client, a reputable and expanding brokerage firm, is seeking an experienced Financial Advisor to join their professional team at providing unbeatable financial advice and solutions to their clients. This is a rewarding and progressive opportunity for the successful candidate.
The Role;
- Identify financial services needs with potential and existing clients
- Provide professional best advice and consultation with respect to needs
- Make recommendations and provide solutions to client’s requirements
- Ensuring adherence to compliance regulations and standards
- Source new Life, Investment and Pensions business
- Build and maintain strong relationships with clients
- Work to agreed targets and standards
The Candidate;
- 3+ years experience in a similar role, either in a broker or bancassurance
- Must be QFA qualified, RPA / CFP qualifications are desirable
- Strong knowledgeable of Life, Pensions and Investment products
- A positive working attitude with ability to work on own initiative
- Confident and professional with their approach to work
- An excellent and proven track record of meeting targets
Please apply through the portal or send your cv to nmccabe@eirkoo.ie if you would like to be considered for this opportunity.
